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Financial Sector – Sharp Improvement to Expected Growth Rates

October 25, 2020 Brian Gilmartin Leave a comment

Looking at the quarter-by quarter data from IBES by Refinitiv, the sharp upward improvement to the Financial sector’s expected growth…

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Stay With Financials: Forward SP 500 Earnings Revisions Look Great

October 23, 2020 Brian Gilmartin Leave a comment

Thursday night, a post was stuck on this blog about what the markets are telling us about the Presidential election.…

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What the Markets are Telling Us about the President Election

October 22, 2020 Brian Gilmartin Leave a comment

First, the bounce in the marijuana stocks are probably telling us that Joe Biden has taken the presumed lead of…

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Forward SP 500 Earnings Still Moving the Right Direction

October 16, 2020 Brian Gilmartin Leave a comment

The thought is to start this weekend’s SP 500 earnings update with the y/y growth rates for Q3 ’20 through…

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Bank / Financial Earnings Releases Start This Week. All Eyes on Consumer Credit

October 10, 2020 Brian Gilmartin Leave a comment

JP Morgan reports their Q3 ’20 financial results on Tuesday morning, October 13th, 2020, followed up by Bank of America…

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Fundamentalis

  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June
  • Walmart Post-Earnings: Noisy Quarter, but Operationally, Walmart is Fine
  • Walmart Earnings Preview: Tariffs, Trade Policy Have Complicated Picture; Focus on the Operating Margin
  • Cisco is Fine Post Earnings: Cisco and IBM Might be the “Anti-AI” Tech Stocks

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